Aug
05, 2024
WPC Q2 2024: Thoroughly Re-Rated
3 min read
Aug
05, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing AG Mortgage Investment’s And Oaktree Specialty Lending’s Performance For Q2 2024
12 min read
Aug
05, 2024
Trade Alert By Scott Kennedy 08/05/2024
1 min read
Aug
04, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 08/04/2024
11 min read
Aug
02, 2024
Trade Alert 2024-08-02
2 min read
Aug
01, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Franklin BSP Realty’s And New York Mortgage’s Performance For Q2 2024
12 min read
Aug
01, 2024
Trade Alert By Scott Kennedy 08/01/2024
Aug
01, 2024
Scott Kennedy’s mREIT + BDC Earnings Series: Assessing Rithm Capital’s And Sixth Street Specialty Lending’s Performance For Q2 2024
16 min read
Jul
31, 2024
Portfolio Update - August: Rates Drop, REITs Soar
11 min read
Jul
31, 2024
AMT Q2 2024: The Crowd Goes Wild
8 min read
Jul
31, 2024
Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Ares Capital’s And Two Harbor’s Performance For Q2 2024
11 min read
Jul
30, 2024
SBAC Q2 2024 Update
3 min read
Jul
28, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/28/2024
11 min read
Jul
28, 2024
Digital Realty: Priced for Excellence, Built of Mediocrity
5 min read
Jul
26, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q2 2024
9 min read
Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing ARMOUR Residential’s Performance For Q2 2024
6 min read
Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing PennyMac Mortgage’s Performance For Q2 2024
7 min read
Jul
25, 2024
Scott Kennedy’s mREIT Earnings Series: Assessing Blackstone Mortgage’s And Annaly Capital’s Performance For Q2 2024
11 min read
Jul
24, 2024
ADC Q2 2024 Update & NAV Model
11 min read
Jul
24, 2024
Trade Alert By Scott Kennedy 07/24/2024
1 min read
Jul
23, 2024
Alexandria Real Estate Q2 2024 Update
5 min read
Jul
22, 2024
REXR and PLD Update Q2 2024
8 min read
Jul
22, 2024
Scott Kennedy’s BDC Earnings Series: Assessing Main Street’s Performance For Q2 2024
6 min read
Jul
21, 2024
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 07/21/2024
11 min read
Jul
19, 2024
Trade Alert By Scott Kennedy 07/19/2024
1 min read
